THE ASPEN GROUP (EIN 300855877) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

PATRICK CONWAY

Phone

5174829236

Tax Period

2025-01-01 to 2025-12-31

THE ASPEN GROUP, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $236K in total revenue in fiscal year 2025. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $299K exceeded revenue, resulting in a 27% operating deficit.

Mission

THE ASPEN GROUP IS A NON-PARTISAN, BY INVITATION ONLY, HEALTHCARE FORUM. OUR MEMBERS, WITH A TRACK RECORD OF LEADERSHIP IN BOTH THE PUBLIC AND PRIVATE SECTORS, SHARE IDEAS, MAKE RECOMMENDATIONS, AND SERVE AS A RESOURCE TO POLICY MAKERS, WITH THE GOAL OF MAKING U.S. HEALTHCARE MORE PATIENT CENTERED, ACCESSIBLE, AND EQUITABLE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $235,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $235,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $294,562

Other Expenses $299,170

TOTAL EXPENSES $299,170

Year-over-Year Comparison

	2025	2024	Change
Revenue	$235,500	$374,000	-0.4%
Expenses	$299,170	$288,839	+0.0%
Net Income	$-63,670	$85,161	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK CONWAY	PRESIDENT	0.25	Officer Director	$0	$0	$0
MARK MCCLELLAN	SECRETARY	0.25	Officer Director	$0	$0	$0
MARTHA WOFFORD	TREASURER	0.25	Officer Director	$0	$0	$0
AMY BASSANO	EXECUTIVE DI	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$235,500	$299,170	$246,547	$-63,670
2024	$374,000	$288,839	$304,007	$85,161
2023	$336,000	$285,058	$296,601	$50,942
2022	$370,500	$226,344	$250,404	$144,156
2020	$10,120	$71,453	$46,165	$-61,333
2019	$72,000	$136,279	$155,463	$-64,279
2018	$108,000	$138,728	$173,688	$-30,728

THE ASPEN GROUP